Spirit Of America Management Corp has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $494 Million distributed in 387 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $27M, Williams Companies, Inc. with a value of $15M, Exxon Mobil Corp with a value of $12.7M, Oneok Inc with a value of $11.9M, and Chevron Corp with a value of $11.9M.

Examining the 13F form we can see an increase of $6.68M in the current position value, from $487M to 494M.

Below you can find more details about Spirit Of America Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $494 Million
Energy: $215 Million
Real Estate: $76.5 Million
Technology: $68.5 Million
Utilities: $28.9 Million
Industrials: $18.9 Million
Healthcare: $17.8 Million
Financial Services: $17.4 Million
Consumer Defensive: $16.9 Million
Other: $33.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 387
  • Current Value $494 Million
  • Prior Value $487 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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